Pricing
Please note that our pricing structure is subject to change based on the complexity of your accounting and tax needs, with more intricate financial situations potentially incurring higher fees.
Small Business Accounting Plans
Bronze Package
$250 /Monthly
Services Included:
- Monthly reconciliation of up to 2 bank/credit card accounts.
- Categorization of transactions.
- Generation of monthly financial statements.
- Software: QuickBooks Online (subscription not included).
Silver Package
$475 /Monthly
Services Included (Everything in Bronze, plus):
- Management of up to 5 bank/credit card accounts.
- Year-end financial report and tax preparation.
- Software: QuickBooks Online subscription included.
Gold Package
$625 /Monthly
Services Included (Everything in Silver, plus):
- Management of up to 10 bank/credit card accounts.
- Detailed budgeting and financial forecasting.
- Customized financial analysis and KPI tracking.
- Software: QuickBooks Online subscription included.
Tax Preparation Plans
Basic Tax Package
$255
- Ideal for individuals with straightforward tax situations.
- Includes the preparation and filing of federal and state tax returns.
- Covers W-2 income, standard deductions, and basic tax credits.
- Suitable for single filers or married couples with no complex financial matters.
Deluxe Tax Package
$375
- Designed for individuals with more complex tax situations.
- Includes everything in the Basic package.
- Covers additional forms and schedules for itemized deductions, investment income, and more.
- Beneficial for homeowners, investors, or those with extensive deductions.
Small Business Package
$475
- Tailored for small business owners, freelancers, or sole proprietors.
- Includes business income reporting, Schedule C preparation, and business-related deductions.
- Covers both personal and business tax filings.
Specialty Services: Call for price
- Business Consulting (e.g. formation, ein number, permit application, etc)
- ITIN
- I-751
- Sales Tax
Add On Services
- Bookkeeping Clean Up: Call for Price
- Accounts Receivable Management – Call for Price
- Accounts Payable Management – Call for Price
- S Corp – Call for Price
- Preparation of 1099 Forms – $15 per form
- Sales & Use Tax Return – $45 per state
Comprehensive Tax Package
- Suitable for high-net-worth individuals and families with intricate financial portfolios.
- Includes all forms and schedules needed for complex investments, trusts, and estates.
- Addresses various tax strategies to optimize tax liability.
